Simplicity Solutions’s LPL Financial LPLA Stock Holding History

Simplicity Solutions’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.39M	Sell	6,118 -109	-2%	-$24.5K	0.04%	370
2023 Q3	$1.48M	Buy	6,227 +1,722	+38%	+$400K	0.05%	341
2023 Q2	$980K	Sell	4,505 -63	-1%	-$12.6K	0.03%	470
2023 Q1	$925K	Buy	4,568 +772	+20%	+$176K	0.02%	509
2022 Q4	$821K	Sell	3,796 -7	-0.2%	-$1.64K	0.11%	235
2022 Q3	$831K	Buy	3,803 +716	+23%	+$152K	0.12%	215
2022 Q2	$570K	Buy	3,087 +531	+21%	+$101K	0.07%	282
2022 Q1	$467K	Buy	+2,556	New	+$445K	0.06%	317
2019 Q3	–	Sell	-2,578	Closed	-$210K	–	749
2019 Q2	$210K	Buy	+2,578	New	+$204K	0.01%	608

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Simplicity Solutions's LPLA Position: Q4 2023 in Review

Simplicity Solutions reduced its LPL Financial (LPLA) stake by 1.8% in Q4 2023, selling an estimated $24.5K and leaving 6,118 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #370.

Simplicity Solutions first reported a position in LPLA in Q2 2019 and has held it in 9 quarters since. The position peaked at $1.48M in Q3 2023. 617 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

Simplicity Solutions held 6,118 shares of LPL Financial worth $1.39M as of Q4 2023.
Simplicity Solutions sold 109 LPL Financial shares in Q4 2023, an estimated $24.5K.
LPL Financial made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #370 holding.
Simplicity Solutions first reported a position in LPL Financial in Q2 2019 and has held it in 9 quarters since.
Simplicity Solutions's LPL Financial position peaked at $1.48M in Q3 2023.
617 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.